At nearly 180 years old, Laidlaw decided to expand from just being an investment bank to providing wealth management solutions. Still small (that advisor # isn’t a typo), and with a limited footprint (19 states), you won’t get lost in the weeds here. The biggest question to ask is, how small is too small?
Offer a turnkey approach to advisors with investment banking, capital markets, banking, 10b5 plans, 401k’s, estate and trust planning, internal and external legal counsel and a team that deals with high-end needs for hedging and monetization.
PROS
- They give stock ownership in the company to advisors
- Can get pre-IPO share access
- They highlight the ability to do business internationally.
CONS
- W-2 model only
Financial Advisors
Typical transition package
Assets Under Management (AUM)
GDC Sweet Spot
3xEquity Insights
Opportunity Score
RIA, Bank channel, independent, W2/Employee, Call Center…you will find it all at RayJay (and we haven’t even mentioned Steward Partners, their RIA option focused on $1million+ producers – high-touch/boutique-level service and experience for the advisor).
B
Secure An Offer
Curious about securing an offer from Laidlaw but want to avoid the hassles associated with the traditional process? 3xEquity can secure an offer for you while you remain 100% anonymous, allowing you to control the conversation (and avoid endless recruiter calls). Get started now by clicking the button below.
- 3xEquity, LLC
- 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033
- 855-491-2910
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